29 results found
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Notifications are currently static but need to be dynamic
In the top, right-hand corner of FCG, there is a bell-shaped notifications icon that lists a count of items needing attention. These notifications are currently static and only refresh when a user logs completely out of FCG and back in. For example, if the notifications list that there is a new Online Grant Request to process and you process that request, the notification still remains. If you continue on working in the system and later look at the notifications, it appears as if there is another new Online Grant Request waiting to be processed. However, when you visit the Online…
13 votes -
Allow page refreshes and multiple tabs of Foundation Cloud Portal to be open simultaneously
Ease of use: allow a user to refresh their screen without being kicked off/having to immediately log back in. Allow multiple tabs of FC to be open simultaneously on a browser.
11 votes -
Proposal Workflow - Setting Due Date
We want the option when creating the workflow to set the actual dates rather than counting the days or at least add the option to add a date.
10 votes -
Stay Logged in Reminder
If inactive for awhile in Foundation Cloud Grants, the CRM and Finance System connection turns from connected to unconnected. If/When that happens we loose the ability to do certain things in Foundation Cloud Grants (e.g. save queries being built). Before getting timed out, it would be great if there was a pop up saying "are you still working" or "do you want to stay connected" or something that lets us not lose progress. Right now we have to refresh Cloud Grants to re-establish connections and redo work(or filters)
9 votes -
Move Queries to Different Folders
We would like the ability to move created queries to different subfolders within FCG so that we can manage them more effectively. Currently, this functionality is only available in GE Classic as a drag and drop but cannot be done similarly in FCG.
8 votes -
On the Manage Users screen, add the common grid functions of column selection, filters, and export.
On all other screens with a grid of information, you can select the columns you want visible, filter the grid, and export the grid information. This would be helpful on the Manage User screen as well. For example, you could filter out inactive user accounts of employees who are no longer at your organization. You could export active users and their Role for an auditor who needs system access reports.
8 votes -
Out of the box correspondence templates
We need default correspondence templates, like grant transmittal letters.
7 votes -
Web Processing Queue- To filter by Roles
To be able to filter by roles (review, relief applicant, scholarship applicant) on the Web Portal Processing Queue without having to open each individual record.
6 votesIn Review ·
AdminNumaria Naseem Ud Din
(Product Manager, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT)
responded
Reviewing it with the technical team.
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FCG to FE-Allow Grants to be marked as Pending instead of Approved for payment
Allow the option for grants to flow from FCG to FE in Pending status instead of approved status so that finance can make the last approval before payment is sent.
5 votes -
Fund record - Requestors tab - Add a DEFAULT checkbox to Requestors so we can pick the one that should default into the grant.
Currently, whichever fund requestor was added to the fund FIRST (chronologically) defaults into the grant. This is not acceptable because fund requestors change, and there can be multiple. We need a way to control which fund requestor is going to default into a grant.
5 votes -
Link Proposal # in GE/NXT Cloud
In Classic GE the proposal number has a link to the proposal. In GE/NXT Cloud, the link is in the proposal title which is an optional text field that has not been used consistently. Please link the proposal number instead of the proposal title.
5 votes -
Add the ability to add Media attachments for fund records
Add the ability to add media attachments to fund records in GE
5 votes -
Add columns to Designated Grants screen in GENXT
There are fields present on the Designated Grants screen in GE Classic which we rely on for processing that are not available on the Designated Grants screen in GENXT. They are the Recipient Name field and the Status field. Please add these options as columns and filterable fields.
5 votes -
Query Export Alternate Options
Add new query export options such as Excel, XML, JSON, PDF etc.
Limiting the only export file option to CSV has created issues relating to the automatic CSV formatting that occurs upon export. Providing alternative options (i.e. XLSX) will provide users with workarounds to potential issues involving data deformation.
Example: Essay questions in applications become broken apart into sections when exported as a query. This is an automatic occurrence that is caused by the formatting of a CSV file. This issue cannot be circumvented, as the only option to export is CSV.
4 votes -
Status field to be added to list of available fields in Designated Grants area
I would like to request that the "Status" code be added to the available fields in the designated grants module.
4 votes -
Recurring Grants
Recurring grants to automatically pull into the Grant Batch each month when they are scheduled to be paid. This would still allow the user to vet the organization before it is set to invoicing.
3 votes -
Grant History for Transfers is blank
When viewing Grant History for a grantee or fund, when there is a transfer the Payee/Recipient fields are blank. This is correct, since there are no payee or recipients for transfers, only a Target Fund. When a Transfer shows in the Grant History list, insert Target Fund into the Payee/Recipient Fields. You could also accomplish this by adding Payee and Recipient fields, hidden, to all Transfers, that mirror the Target Fund field.
3 votes -
SourceCRAccountCode and SourceDRAccountCode should populate in the dashboard columns for check runs for standard grants
When reviewing a check batch for processing, it's important to verify that the account codes are correct. It would be very helpful and save so much time if the SourceCRAccountCode and SourceDRAccountCode would populate in the dashboard columns for check runs for standard grants. This way the codes could be checked without having to open each individual grant.
3 votes -
EIN for Past Grants
We would like the option to either 1) be able to edit the EIN of past grants or 2) have the system pull EIN based on up to date data (not hardcoded/static data).
3 votes -
DES Grant Recipient % are rounded to the whole number
In a DES Grant record, the Recipient Tile rounds the values to whole numbers, thereby masking the actual percentage by recipient value when the % has decimal places.
3 votes
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